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iShares Yield Optimized Bond ETF
BYLD

Overview Fund Activity

63 hedge funds and large institutions have $125M invested in iShares Yield Optimized Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$4.55M
2
KPWS
Kestra Private Wealth Services
Texas
+$1.32M
3
Truist Financial
Truist Financial
North Carolina
+$1.26M
4
Mariner
Mariner
Kansas
+$813K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$798K

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$20.7M
2
SPC
Sigma Planning Corp
Michigan
-$4.91M
3
Raymond James Financial
Raymond James Financial
Florida
-$2.23M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$767K
5
KAS
KPP Advisory Services
Kentucky
-$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
1
Huntington National Bank
Ohio
$21.2M -$20.7M – –
LPL Financial
2
LPL Financial
California
$19M +$795K +35,144 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$13.9M -$2.23M -98,678 -14%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$11.2M -$348K -15,377 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.64M +$4.55M +202,911 +147%
Bank of America
6
Bank of America
North Carolina
$7.05M +$51.5K +2,276 +0.7%
TPA
7
Trivium Point Advisory
Connecticut
$6.76M +$726K +32,100 +12%
Mariner
8
Mariner
Kansas
$5.52M +$813K +35,974 +17%
Truist Financial
9
Truist Financial
North Carolina
$4.32M +$1.26M +55,935 +41%
LAS
10
LWM Advisory Services
Florida
$3.11M +$11.3K +500 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.22M +$798K +35,304 +56%
KPWS
12
Kestra Private Wealth Services
Texas
$1.92M +$1.32M +58,251 +217%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.75M +$338K +14,948 +24%
VA
14
VestGen Advisors
Illinois
$1.63M -$239K -10,579 -13%
AF
15
Allworth Financial
California
$1.36M -$181 -8 -0%
PWM
16
Partners Wealth Management
California
$1.33M – – –
AAS
17
Avantax Advisory Services
Texas
$1.28M +$82K +3,625 +7%
SAI
18
Savvy Advisors Inc
New York
$1.26M -$5.59K -247 -0.4%
Citadel Advisors
19
Citadel Advisors
Florida
$1.1M +$21.8K +964 +2%
AWA
20
Arkadios Wealth Advisors
Georgia
$1.08M -$10.1K -448 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$797K -$95.5K -4,223 -11%
AMG
22
Asset Management Group
Connecticut
$712K +$9.47K +419 +1%
DAS
23
Dynamic Advisor Solutions
Arizona
$670K -$119K -5,276 -15%
AF
24
Advisornet Financial
Minnesota
$616K +$171K +7,568 +38%
GVAG
25
Great Valley Advisor Group
Delaware
$588K -$127K -5,610 -18%
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